PWPS
SAFE

Pinnacle Wealth Planning Services’s Safehold Inc. SAFE Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SAFE Stock Details SAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-7
Closed -$1K – 2346
2020
Q4 		$1K Buy
+7
New +$477 ﹤0.01% 2243

Other funds holding SAFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
LAMC
Lubert-Adler Management Company Philadelphia, Pennsylvania $49.3M AUM 17.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pinnacle Wealth Planning Services's SAFE Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Safehold Inc. (SAFE) in Q1 2021, closing a stake of 7 shares — an estimated $1K sold.

Pinnacle Wealth Planning Services first reported a position in SAFE in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 160 funds tracked by Wall St. Rank hold SAFE as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Safehold Inc. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 7 Safehold Inc. shares in Q1 2021, an estimated $1K.
  • Pinnacle Wealth Planning Services first reported a position in Safehold Inc. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Safehold Inc. position peaked at $1K in Q4 2020.
  • 160 funds tracked by Wall St. Rank held Safehold Inc. as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.